Onboarding
Running by tomorrow.*
You do three things. We do the rest.
Book a call.
YouWe look at your shop together and plan the move.
Connect your old system.
YouQuickBooks, Housecall Pro, or a spreadsheet. Sign in once.
We move everything.
UsEvery customer, job, invoice, and price. Matched and cleaned.
Text your team a link.
YouThey tap it. They're in. No training week.
Keep your number.**
UsCalls start flowing in on day one. Customers dial the number they always have.
Operator finds the money.
UsCold estimates, unpaid invoices, customers due for service. Waiting on your first morning.
What you skip
None of the usual pain.
Start with a 20‑minute call.
Book it →* Timing depends on getting access to your current systems. That means logins for QuickBooks, Housecall Pro, or your other software, and exports for anything we can't connect to directly. Most shops are running the next day once we have access. Larger histories or messy data can take a few extra days. We'll tell you on the first call.
** On day one your number forwards to Trades Operator, so every call is captured. We then transfer the number to us, usually in 1–3 weeks, so texts and outgoing calls run through it too. You sign one form. Your number never goes dark.